my star stock is ROKU as its revenue likely be in form of ad and not in platform. With NFLX reporting significatnly less addition of subscribers in Q2 just today causing 13% afterhours, I wonder how it will affect ROKU? I hope it is minimal to moderate based on: NFLX is just one of the ROKU partner NFLX's loss of or non-enough subscriber addition does not align with overal trend: cable to streaming. Instead they guessing it is likely to be a lack of new content rather than competitive landscape. WIth wave of bigger names i.e. APPLE, DIS providing streaming, ROKU can just partner with 'em. What is your take??